Otter Tail Corp
OTTR- Exchange
- Nasdaq
- Industry
- Electric Services
- SEC CIK
- 0001466593
In the last 90 days, Otter Tail Corp insiders filed 0 open-market purchases and 2 sales; 363 institutions reported holding it in 13F filings for Q2 2026, worth $2.65B in total; no superinvestor holds it.
13F holders, Q4 2023
Institutional positions in Otter Tail Corp as of Dec 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 298
- +26 vs. Q3 2023
- Shares held
- 25.4M
- +573.6K (+2.3%) vs. Q3 2023
- Total value
- $2.16B
- +$272.2M (+14.4%) vs. Q3 2023
- New holders
- 47
- 91 more added
- Sold out
- 21
- 96 more reduced
5 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting OTTR on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 363 | $2.65B |
| Q1 2026 | 347 | $2.57B |
| Q4 2025 | 354 | $2.29B |
| Q3 2025 | 345 | $2.31B |
| Q2 2025 | 345 | $2.12B |
| Q1 2025 | 334 | $2.21B |
| Q4 2024 | 324 | $2.03B |
| Q3 2024 | 328 | $2.05B |
| Q2 2024 | 315 | $2.16B |
| Q1 2024 | 304 | $2.12B |
| Q4 2023 | 298 | $2.16B |
| Q3 2023 | 277 | $1.89B |
| Q2 2023 | 261 | $1.99B |
| Q1 2023 | 256 | $1.83B |
| Q4 2022 | 249 | $1.19B |
| Q3 2022 | 266 | $1.26B |
| Q2 2022 | 249 | $1.33B |
| Q1 2022 | 235 | $1.22B |
| Q4 2021 | 224 | $1.38B |
| Q3 2021 | 199 | $1.09B |
| Q2 2021 | 169 | $935.3M |
| Q1 2021 | 174 | $887.4M |
Institutions, Q4 2023
Shares, value and share of portfolio for each institution holding Otter Tail Corp; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Psagot Value Holdings Ltd. / (Israel) | 1 | $0 | 0.00% | −1−50.0% | Reduced |
| Scarborough Advisors, LLC | 46 | $0 | 0.00% | +46 | New |
| Caitlin John, LLC | 0 | $5 | 0.00% | 0 | New |
| Abound Wealth Management | 4 | $340 | 0.00% | −1−20.0% | Reduced |
| Gladius Capital Management LP | 5 | $425 | 0.00% | −114−95.8% | Reduced |
| Denali Advisors LLC | 6 | $510 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 6 | $510 | 0.00% | +6 | New |
| SJS Investment Consulting Inc. | 9 | $765 | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 12 | $1.02K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 14 | $1.19K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 14 | $1.19K | 0.00% | +8+133.3% | Added |
| RFP Financial Group LLC | 15 | $1.27K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 23 | $1.96K | 0.00% | +23 | New |
| Versant Capital Management, Inc | 24 | $2.04K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 24 | $2.06K | 0.00% | +24 | New |
| JFS Wealth Advisors, LLC | 26 | $2.21K | 0.00% | −1−3.7% | Reduced |
| Farmers & Merchants Investments Inc | 28 | $2.38K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 28 | $2.38K | 0.00% | +28 | New |
| LGT Financial Advisors LLC | 33 | $2.80K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 34 | $2.89K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 35 | $2.97K | 0.00% | −8−18.6% | Reduced |
| Lindbrook Capital, LLC | 40 | $3.40K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 40 | $3.40K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 50 | $4.25K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 50 | $4.25K | 0.00% | +50 | New |
| Global Wealth Strategies & Associates | 55 | $4.67K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 66 | $5.65K | 0.00% | +66 | New |
| Parkside Financial Bank & Trust | 71 | $6.03K | 0.00% | −22−23.7% | Reduced |
| Farther Finance Advisors, LLC | 82 | $6.97K | 0.00% | +15+22.4% | Added |
| Bessemer Group Inc | 79 | $7.00K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 83 | $7.05K | 0.00% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 95 | $8.07K | 0.01% | +95 | New |
| National Bank of Canada | 100 | $8.57K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 106 | $9.03K | 0.00% | +106 | New |
| Signaturefd, LLC | 110 | $9.35K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 133 | $10.1K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 127 | $10.8K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 160 | $13.6K | 0.00% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 175 | $14.9K | 0.00% | +93+113.4% | Added |
| West Tower Group, LLC | 188 | $16.0K | 0.03% | −432−69.7% | Reduced |
| First Community Trust NA | 200 | $17.0K | 0.02% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 200 | $17.0K | 0.01% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 200 | $17.0K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 220 | $18.7K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 306 | $26.0K | 0.00% | −42−12.1% | Reduced |
| HighMark Wealth Management LLC | 320 | $27.2K | 0.02% | +2+0.6% | Added |
| West Financial Advisors, LLC | 334 | $28.4K | 0.01% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 339 | $29.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 370 | $31.4K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 400 | $34.0K | 0.00% | +400 | New |
| Chilton Capital Management LLC | 426 | $36.2K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 438 | $37.2K | 0.00% | +438 | New |
| Cherry Tree Wealth Management, LLC | 454 | $38.6K | 0.01% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 473 | $40.2K | 0.00% | −36−7.1% | Reduced |
| C M Bidwell & Associates Ltd | 570 | $48.4K | 0.04% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 590 | $50.1K | 0.00% | +146+32.9% | Added |
| Optimum Investment Advisors | 600 | $51.0K | 0.03% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 644 | $54.7K | 0.00% | +225+53.7% | Added |
| Goodman Advisory Group, LLC | 667 | $56.7K | 0.02% | 00.0% | Unchanged |
| GAMMA Investing LLC | 690 | $62.4K | 0.02% | +690 | New |
| Geneos Wealth Management Inc. | 742 | $63.1K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 788 | $67.0K | 0.00% | +14+1.8% | Added |
| Trust Co of Vermont | 800 | $68.0K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,034 | $78.0K | 0.00% | +362+53.9% | Added |
| KBC Group NV | 976 | $83.0K | 0.00% | 00.0% | Unchanged |
| Hussman Strategic Advisors, Inc. | 1,000 | $85.0K | 0.02% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 1,036 | $88.0K | 0.04% | +1,036 | New |
| Shell Asset Management Co | 1,084 | $92.0K | 0.00% | −301−21.7% | Reduced |
| Covestor Ltd | 1,231 | $105.0K | 0.07% | −298−19.5% | Reduced |
| Global Retirement Partners, LLC | 1,436 | $118.3K | 0.00% | −970−40.3% | Reduced |
| JNBA Financial Advisors | 1,404 | $119.3K | 0.01% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 1,526 | $130.0K | 0.00% | +1,526 | New |
| Northwestern Mutual Wealth Management Co | 1,536 | $130.5K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 1,643 | $139.6K | 0.02% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 1,680 | $142.8K | 0.01% | −180−9.7% | Reduced |
| Ci Investments Inc. | 2,064 | $175.0K | 0.00% | −14−0.7% | Reduced |
| Lazard Asset Management LLC | 2,092 | $177.0K | 0.00% | +2,092 | New |
| SG Americas Securities, LLC | 2,160 | $184.0K | 0.00% | +2,160 | New |
| STRS Ohio | 2,200 | $186.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 2,323 | $197.4K | 0.01% | +10+0.4% | Added |
| Institutional & Family Asset Management, LLC | 2,328 | $197.8K | 0.03% | 00.0% | Unchanged |
| Gallacher Capital Management LLC | 2,357 | $200.3K | 0.11% | +2,357 | New |
| Metropolitan Life Insurance Co | 2,376 | $201.9K | 0.01% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 2,400 | $203.9K | 0.00% | +2,400 | New |
| Daymark Wealth Partners, LLC | 2,400 | $203.9K | 0.01% | +2,400 | New |
| O'Shaughnessy Asset Management, LLC | 2,422 | $205.8K | 0.00% | +2,422 | New |
| Veriti Management LLC | 2,430 | $206.5K | 0.02% | +2,430 | New |
| Carlson Capital Management | 2,475 | $210.3K | 0.01% | +2,475 | New |
| Profund Advisors LLC | 2,485 | $211.2K | 0.01% | +2,485 | New |
| Xponance, Inc. | 2,491 | $211.7K | 0.00% | +2,491 | New |
| Beacon Pointe Advisors, LLC | 2,580 | $219.2K | 0.00% | +2,580 | New |
| Scientech Research LLC | 2,619 | $222.5K | 0.22% | +2,619 | New |
| Independent Advisor Alliance | 2,621 | $222.7K | 0.01% | +2,621 | New |
| Priebe Wealth Holdings LLC | 2,624 | $223.0K | 0.18% | +2,624 | New |
| Wealth Group Ltd | 2,400 | $225.9K | 0.07% | +2,400 | New |
| Compass Financial Group, INC | 2,665 | $226.5K | 0.06% | +14+0.5% | Added |
| NBC Securities, Inc. | 2,705 | $229.0K | 0.02% | 00.0% | Unchanged |
| Great Waters Wealth Management | 2,726 | $231.7K | 0.04% | +3+0.1% | Added |
| Davis R M Inc | 2,778 | $236.1K | 0.01% | +2,778 | New |
| Wealth Alliance Advisory Group, LLC | 2,779 | $236.1K | 0.06% | 00.0% | Unchanged |